How do I set up Paid Time Off or Sick Pay to be front loaded?
Description

Please see your Consultant or Business Partner if you require assistance with this setup and workflow.

Cause
Resolution
[BCB:5:Third-party support:ECB]

Option 1: Use the Retain YTD Totals at Close Year.

Create two Pay IDs to track the balance and pay the employee. One pay carries over its balance while the taken balance is reset. When balanced against each other employees will start the year with their full balance. When employees become eligible for this pay enter a line of time on their check with the accrual pay and amount they should have available.

Set up a new Pay ID for the accrued time:

  1. From the Payroll Setup menu, select Pays.
  2. Enter a Pay ID and Description
  3. Select Accrual from the Pay Type drop down list.
  4. Select Flat Amount from the Calculation method drop down list.
  5. Select the Retain YTD totals at close year check box.
  6. Select the Units check box.
  7. Click Save, then Close.

Set up a new Pay ID to pay the employee:

  1. From the Payroll Setup menu, select Pays.
  2. Enter the new Pay ID "PTO PD" and Description for the pay.
  3. Select Other from the Pay Type drop down list.
  4. Leave the Retain YTD totals at close year check box empty.

Option 2: Use Calculation Frequency

At the start of each year use a calculation frequency to generate the PTO balance on the first pay run of each year. On new employees during the year, enter their first check when eligible with the balance for the accrual. This option can be used if you have an existing paid time off or sick pay and some employees are front loaded while others are not.

  1. In Payroll open Setup > Employees
  2. on the right Pays
  3. change the Calculation Method to Flat Amount
  4. In Amount type the front loaded amount
  5. Select a Calculation Frequency to run annually
  6. Accept Line at the bottom Left
  7. Accept Table at the bottom Left
  8. Save the employee Setup


DocLink: How can I add employee vacation/sick pay balances to my Payroll check stubs?
DocLink: How do I set up an Other pay that retrieves a rate of pay?
DocLink: How do I reduce or increase the vacation or sick accrual totals in Payroll?

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